What does this automation do?
An attachment is read, classified, and sent down a different path depending on whether it is an invoice, a receipt, or something else entirely.
What can you do with it?
- Sort invoices, receipts and everything else without opening them
- Put a payment deadline on the ones that have one
- Keep the classification on the record for reporting later
The Steps
This automation runs in 4 steps:
- When Gmail — New Email Attachment
- Then Media — Turn a file into text
- Then Taskade AI — Categorize with AI
- Then Branch — Invoice: Add Task, Set Task Due Date, Assign Task · Receipt: Add a subtask · Everything else: Add Task
Who is this automation for?
Built for finance and bookkeeping teams. An attachment is read, classified, and sent down a different path depending on whether it is an invoice, a receipt, or something else entirely.
How do you set it up?
- Open the "Automations" tab in your workspace.
- Click ➕ Add automation, then start from scratch.
- Add the trigger "New Email Attachment" from Gmail.
- Add the action "Turn a file into text" from Media.
- Add the action "Categorize with AI" from Taskade AI.
- Add a Branch step: Branch — Invoice: Add Task, Set Task Due Date, Assign Task · Receipt: Add a subtask · Everything else: Add Task.
- Enable the toggle in the top-right corner to activate the automation.
Prefer to describe it instead? Click Build this flow with AI above and Taskade wires the trigger, the steps for you.